Navigation Wealth Management, Inc.
Position in SMIZ — Zacks Small/Mid Cap ETF
CIK 1839930
FORT COLLINS, CO
All Filings in SMIZ
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMIZ | $2,177,640 | 58,744 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 SMIZ | $2,202,014 | 59,530 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 SMIZ | $2,082,187 | 55,748 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 SMIZ | $1,786,070 | 52,702 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 SMIZ | $326,189 | 10,781 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||